# QUESTIS PORTFOLIO PARTNERS, LLC

QUESTIS PORTFOLIO PARTNERS, LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 168729
- Type: SEC-registered investment adviser
- SEC file number: 801-78472
- Location: 112 BULL STREET, UNIT A, CHARLESTON, SC, 29401
- Phone: 855-843-5233
- Latest filing: 2014-04-01
- Regulatory AUM: $11.5M
- Discretionary AUM: $11.5M
- Clients: 4
- Accounts: 165

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WILBOURNE STEPHEN PHILIP | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TABB JOHN MARSHALL | MEMBER | — |
| CARLSON JAMES LOUIS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168729/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168729/similar
- Related entities: https://search.stillhousedata.com/firm/168729/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168729

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.